Anonymous

← Customer Feedback for Redtail Technology

My feedback

28 results found

  1. Color Options in NOTES

    42 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    Yes! And/or a highlight option as well!

    Anonymous supported this idea  · 

  2. Add a tagging feature, "@Advisor" for activities

    8 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. email notification

    39 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. On Email notifications, put linked contact's name at the top of the email (with type/subject)

    5 votes
    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Add client name to subject line in email notification

    19 votes
    2 comments  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. Email Notifications- Activities vs. Notes

    29 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. Hyperlink directly into activity from email notification

    28 votes
    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Relationship between households

    85 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    I would like to see an engaged option as well

    Anonymous supported this idea  · 
2 Next →

Feedback and Knowledge Base

(thinking…)